ECM

Estabrook Capital Management Portfolio holdings

AUM $681M
1-Year Est. Return 21.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
-$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1 +$190M
2 +$29.1M
3 +$1.27M
4
WBD icon
Warner Bros
WBD
+$931K
5
AME icon
Ametek
AME
+$517K

Top Sells

1 +$3.23M
2 +$1.42M
3 +$1.29M
4
MSFT icon
Microsoft
MSFT
+$465K
5
MDT icon
Medtronic
MDT
+$383K

Sector Composition

1 Technology 24.93%
2 Financials 15.97%
3 Healthcare 15.68%
4 Industrials 12.66%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$0 ﹤0.01%
291